Software Equity Group

APRIL 9, 2024

It’s exciting when a private equity investor or strategic buyer shows interest in your company, but it’s essential not to get carried away, especially early in the courting process. Guidance from an M&A Advisor : For instance, your advisor might suggest not sharing detailed financial information at the beginning.

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Negotiation M&A Investors Shares 52

iMerge Advisors

APRIL 8, 2025

Your answers will shape the type of buyers you target from strategic acquirers to private equity firms or growth investors. Manage the Deal Process and Diligence Once you receive indications of interest (IOIs) or letters of intent (LOIs), the process shifts into negotiation and diligence. Timing also matters.

M&A 40

M&A Valuation Private Equity Negotiation 40

Focus Investment Banking

DECEMBER 5, 2024

The seller’s counsel is responsible for negotiating the key legal terms of the purchase agreement. Using an experienced M&A attorney is critical to move the transaction forward while avoiding costly legal fees negotiating on terms that are not critical. The terms of the earn-out can be negotiated with your advisor and buyers.

Business 52

Business Sale Negotiation Investors 52

iMerge Advisors

APRIL 16, 2025

But when it comes time to raise capital, negotiate a strategic partnership, or prepare for an exit, the question becomes: how do you actually value your software companys IP? Equity Rollovers: Founders may retain a stake in the IPs future upside post-acquisition. These structures require careful negotiation and alignment of incentives.

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Valuation M&A Engineering Negotiation 40

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry. Why Retainer Fees?

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Finance Finance Mergers and Acquisitions Private Equity 52

Devensoft

AUGUST 22, 2023

Properly valuing a company involved in an M&A transaction allows stakeholders to make informed decisions and negotiate effectively. By utilizing the Enterprise Value Calculator, you gain a powerful tool that incorporates various financial parameters to provide a comprehensive valuation of a target company.

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M&A Valuation Utilities Mergers and Acquisitions 52

Cooley M&A

JULY 9, 2021

Key Takeaway : As courts increasingly rely on deal price as the most reliable indicator of fair value in an appraisal proceeding, buyers should carefully document and quantify any expected synergies reflected in their financial models used to support the deal price. 1] In Halpin v. Riverstone Nat’l, Inc.

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Mergers and Acquisitions Sale Shares Entertainment 52

iMerge Advisors

APRIL 12, 2025

Summary of: How to Negotiate the Best Deal When Selling Your Software Company For many software founders, selling their company is the most consequential financial event of their lives. Negotiating the best deal requires more than a strong pitch deck or a high revenue multiple. But in M&A, value is multidimensional.

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Negotiation M&A Valuation Private Equity 40

Mergers and Inquisitions

OCTOBER 11, 2023

While people obsess over investment banking and private equity, other sectors within finance, such as commercial real estate (CRE) , often go ignored. Tasks include getting tenants to renew their leases, negotiating new terms, and handling unit repairs, maintenance, renovations, and new HVAC installations. individuals, not businesses).

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Software Equity Group

FEBRUARY 26, 2025

Without the right strategy, SaaS leaders may leave millions of dollars on the table because they may not have the nuanced SaaS M&A experience in negotiating, driving competitive tension, or properly positioning the business. We design these materials to spark buyer interest and create the best possible framework for negotiations.

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M&A Negotiation Valuation Financial Modeling 52

Lake Country Advisors

MARCH 13, 2025

Their ability to mediate prevents misunderstandings that could cause negotiations to break down. Contract Negotiations and Disputes : Misunderstandings in contractual terms can lead to disputes that delay or derail negotiations. This trust-building creates an environment conducive to open dialogue and compromise.

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Broker M&A Business Negotiation 52

Lake Country Advisors

JANUARY 13, 2025

This data-driven approach provides a comprehensive valuation, ensuring realistic expectations and a stronger position during negotiations with buyers. Financial Buyers : Private equity firms and investment groups interested in businesses with strong cash flow and growth potential.

Broker 52

Broker M&A Business Negotiation 52

iMerge Advisors

APRIL 9, 2025

But in practice, valuation is a nuanced negotiation part science, part art. Multiples vary widely depending on growth rate, customer retention, market positioning, and buyer type (strategic vs. financial). Are you preparing for a sale, raising capital, issuing equity to employees, or planning estate transfers?

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Valuation M&A Discounted Cash Flow Business 40